Great Valley Advisor Group, Inc. Ishares Tr Russell 200 ETF Transaction History

Great Valley Advisor Group, Inc.

  • $4.47 Billion
  • Q3 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 24,913 shares of IWL stock, worth $4.19 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
24,913
Previous 25,052 0.55%
Holding current value
$4.19 Million
Previous $3.84 Million 7.9%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$152.78 - $166.59 $21,236 - $23,156
-139 Reduced 0.55%
24,913 $4.14 Million
Q2 2025

Aug 14, 2025
BUY
$122.36 - $153.12 $59,711 - $74,722
488 Added 1.99%
25,052 $3.84 Million
Q1 2025

May 08, 2025
BUY
$135.83 - $151.73 $104,317 - $116,528
768 Added 3.23%
24,564 $3.38 Million
Q4 2024

Feb 24, 2025
SELL
$138.92 - $149.97 $11,113 - $11,997
-80 Reduced 0.34%
23,796 $3.44 Million
Q3 2024

Nov 12, 2024
BUY
$126.32 - $140.44 $89,560 - $99,571
709 Added 3.06%
23,876 $3.35 Million
Q2 2024

Jul 16, 2024
BUY
$120.51 - $134.58 $2.79 Million - $3.12 Million
23,167 New
23,167 $3.1 Million

Others Institutions Holding IWL

# of Institutions
222
Shares Held
8.35M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

IWL Quotes by TradingView
  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
Track This Portfolio

Track Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email